Larson Financial Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Larson Financial Group’s Portfolio WDIV Stock Details WDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Buy	2,356 +30	+1%	+$2.41K	﹤0.01%	874
2026 Q1	$179K	Buy	2,326 +9	+0.4%	+$709	0.01%	755
2025 Q4	$175K	Buy	2,317 +16	+0.7%	+$1.18K	0.01%	739
2025 Q3	$167K	Buy	2,301 +125	+6%	+$9.02K	0.01%	745
2025 Q2	$154K	Buy	2,176 +29	+1%	+$1.96K	0.01%	717
2025 Q1	$140K	Sell	2,147 -175	-8%	-$11.1K	0.01%	701
2024 Q4	$144K	Buy	2,322 +17	+0.7%	+$1.1K	0.01%	647
2024 Q3	$154K	Buy	2,305 +14	+0.6%	+$887	0.01%	634
2024 Q2	$135K	Buy	2,291 +2,090	+1,040%	+$125K	0.01%	571
2024 Q1	$12.1K	Buy	201 +1	+0.5%	+$59	﹤0.01%	999
2023 Q4	$12.1K	Hold	200	–	–	﹤0.01%	966
2023 Q3	$10.9K	Hold	200	–	–	﹤0.01%	965
2023 Q2	$11.5K	Hold	200	–	–	﹤0.01%	890
2023 Q1	$11.8K	Hold	200	–	–	﹤0.01%	875
2022 Q4	$11.7K	Hold	200	–	–	﹤0.01%	817
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	781
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	677
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	611
2021 Q4	$13K	Buy	+200	New	+$13.3K	﹤0.01%	624

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Larson Financial Group's WDIV Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 1.3% in Q2 2026, buying an estimated $2.41K and bringing the position to 2,356 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Larson Financial Group first reported a position in WDIV in Q4 2021 and has held it in 19 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Larson Financial Group held 2,356 shares of State Street SPDR S&P Global Dividend ETF worth $188K as of Q2 2026.
Larson Financial Group bought 30 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $2.41K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #874 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2021 and has held it in 19 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.